Investment expert / wealth manager in Dubai
05 Ноября 2024
Город:
Алматы
Занятость:
Полная занятость
Компания "Elite Business Group"
❗ The position is exclusively for Private Banking professionals, please read the descpiption carefully
Dubai-based investment management company, registered with Dubai International Financial Center since 2021 with plans to expand into Singapore and India. It has a team of 20+ skilled professionals and Forbes Middle East-listed clients.
We are announcing a competition for the position of Investment Expert/ Wealth Manager to support our expansion and capital-raising efforts in the CIS regions.
Please read our expectations for a potential member of our team⬇.
✅ Kindly note the following task you will be required to undertake:
Attracting and servicing large private equity clients, including performing cold prospecting
Sales and systematic presentations of the company's investment products
Attracting clients to open accounts with international investment banks UBS, LGT, EFG, Barclays, etc.
Advising clients on securities and investment transactions
Supporting the full cycle of the transaction (from product presentation/consultation to the client receiving the full set of documents).
Providing service after the closing of transactions, systematically informing the client about the status of his investments
✅ What is important to us:
5+ years of Private Banking experience in Kazakhstani/Russian/international banks with expertise in VIP client management.
Bachelor's/Master's degree in finance, economics, or related field, extensive knowledge of financial markets.
Experience in sales of complex investment products (structured notes, mutual funds, trusts).
Experience in investment banking; knowledge of onboarding processes and Compliance tools.
Established a base of loyal VIP clients.
Skills in building trusting and long-term relationships with clients.
Perfect knowledge of English will be an advantage.
Delivering a good speech while presenting oneself in a presentable manner is vital.
✅Payment:
Above Market Value; Payment will be negotiated individually with the candidate. Salary + % of transactions and bonuses.
✅Conditions:
1. Official employment.
2. Opportunities for professional growth and development.
3. Work in an international highly professional team.
4. Flexible work schedule/remote format, and overseas business trips.
5. Collaborate with top-level business professionals.
6. Exchange of experience and training in an international team.
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